Updating progress on your goals

Updating progress on your goals

This article shows you how to update your goal progress in KAMI: record how far you are on each KPI, add a comment or attach evidence, submit your goals to your reviewer, add a goal of your own, and acknowledge your results once your reviewer has finished. Your reviewer only sees the numbers you enter, so keeping them current is what makes your review fair.

Where: Performance › My performance › Goals

You need: to be included in a goal cycle. Adding your own goals also needs the Create Own Goals right, which the default Employee, Manager and Admin roles all have.

Before You Start

  • You can only change progress while the cycle shows Pending You and the cycle is still open. After you select Submit, everything locks until your reviewer sends it back.
  • Each KPI has a Target. Progress is the number you have reached against that target, not a percentage. If the target is 20 sales and you have made 15, enter 15.

How to update your KPI progress

  1. Go to Performance › My performance › Goals.
  2. Under Open Goal Cycles, select Update Goals → on the cycle's card.
  3. On the Goals tab, select the goal you want to update. The goal window opens.
  4. On each KPI card, enter the number you have reached. Type it in, or use − and +. The card shows it as "number of target target completed".
  5. Optionally, write in Employee Comments what you did and what is still left.
  6. Optionally, attach evidence under the comment box.
  7. Select Save. You see "Progress successfully updated!" and the window closes.

Save updates every KPI on the goal at once. If you close the window without saving, KAMI asks Would you like to save your edits? Select Save to keep them.

How to submit your goals to your reviewer

  1. Open the cycle from My performance › Goals.
  2. Check that every KPI on every goal is up to date.
  3. Select Submit at the top of the page.
  4. In Submit to manager?, select Submit.

The status changes to Pending on Reviewer and your reviewer is notified. You can no longer change progress, comments or attachments. If your reviewer wants changes, they return the goals to you and you get an email with their note.

How to add a goal of your own

  1. Open the cycle and select New goal. It shows while the cycle is Pending You, and is greyed out once the cycle has closed.
  2. Fill in the goal and at least one KPI. The fields are explained in Adding and editing goals and KPIs.
  3. Make sure the KPI weights add up to 100, then select Create.

To support one of your manager's goals instead:

  1. Open the Manager's Goals tab.
  2. Select Set My Goal linked to this on the goal you are supporting.
  3. In Set personal goal, fill in Goal Name, Description, Priority, Start Date, End Date and at least one KPI with its Weight% and Max Value.
  4. Select Save Goal.

The new goal shows as Associated and stays linked to your manager's goal. This form does not check that the weights add up to 100, so check them yourself.

How to acknowledge your results

Some cycles ask you to confirm that you have seen your final scores.

  1. Open the completed cycle. A banner reads Your goals have been marked as complete — action required.
  2. Select Acknowledge My Goals.
  3. Read the note and select Acknowledge.

The page then shows "✓ Results acknowledged on" with the date and time, and your reviewer is told. Acknowledging does not mean you agree with the scores. If you have concerns, talk to your reviewer or HR. Until you acknowledge, KAMI sends reminders, by default 3 and 7 days after completion.

What Happens Next

  • Your reviewer is notified when you save a real change to a KPI. Saving again with nothing changed does not notify them again.
  • Goal Progress on the cycle updates as soon as you save. It is the figure your reviewer sees on their team list.
  • After you submit, your reviewer rates each KPI from 1 to 5 stars and writes comments. You see them in the goal window once saved. See Rating a team member's goals.
  • Your final goal scores feed your overall performance score. See Goals and KPIs: how progress is calculated.

Tips

  • Update little and often. A cycle where every number changes on the last day tells your reviewer nothing about how the period went.
  • On an Inverse KPI, lower is better. Its card shows an Inverse badge. 0 means 100% progress, and reaching the target means 0%. Enter the real count, such as 2 complaints, rather than a percentage.
  • You can go past the target, up to five times it. Going past it on a normal KPI counts as more than 100%. Going past it on an Inverse KPI counts below zero and pulls your overall Goal Progress down.
  • Use the comment to explain the number. A comment is often required. The cycle may say "A comment is required on every KPI in this cycle."
  • Attach the evidence, not a summary of it, such as a screenshot of the report.

Page reference

Open Goal Cycles cards show each open cycle with its progress ring, dates, reviewer and first three goals. The chips read On track, Overdue (past the due date and not completed) or Completed. The footer button is Update Goals → while it is your turn, and View otherwise.

All Goal Cycles lists every cycle you have been in, open or closed. Search by name, filter with All, Pending You, Pending Reviewer or Completed, or pick a due date range.

Inside a cycle

ItemWhat it shows
Goal ProgressYour progress across all goals, weighted by each goal's priority
Review StatusPending You, Pending on Reviewer, Completed, or Pending Acknowledgement and Acknowledged when acknowledgement is required
ReviewerWho reviews your goals in this cycle
Goals tabEvery goal you have in the cycle. Each card has a KPI table with KPI Name, Target, Progress, Progress %, Weight and KPI Score
Manager's Goals tabYour manager's goals and the cycle-wide goals, for reference, when your manager is in the same cycle

In the goal window

ItemWhat it shows
Goal ProgressThis goal's progress from its KPIs
Reviewer summary and Goal ScoreYour reviewer's overall comment and score, once given
WeightingHow much this KPI counts towards the goal
KPI progressYour number as a percentage of the target
KPI ScoreYour reviewer's 1 to 5 star rating
Manager CommentsYour reviewer's comment on the KPI
Associated goals tabGoals linked to this one, yours or a colleague's

Troubleshooting / FAQ

Q: I can't change my numbers. You have already submitted, the cycle is completed, or the cycle has closed. Ask your reviewer to return the goals to you if something is wrong.

Q: Submit gives "This cycle requires a comment on every KPI before submitting." Add an Employee Comments entry on every KPI of every goal, save, then submit again.

Q: My attachment was refused. Each KPI takes up to 5 files of 15 MB or less. Accepted types are PNG, JPEG, GIF, TIFF, CSV, plain text and older Excel (.xls) files. Save a PDF or document as an image instead.

Q: I don't see New goal. It only shows while the cycle is Pending You, and only if your role has the Create Own Goals right.

Q: Can I delete a goal? You can delete your Personal goals with Delete Goal in the goal window, while the cycle is open. Any other type of goal shows "Group goals cannot be deleted."

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